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Marshall Financial Group (Maryland)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
5,607
-845
-13% -$173K 0.17% 106
2026
Q1 		$1.24M Sell
6,452
-2,043
-24% -$405K 0.2% 95
2025
Q4 		$1.63M Sell
8,495
-971
-10% -$184K 0.32% 68
2025
Q3 		$1.8M Sell
9,466
-989
-9% -$184K 0.35% 66
2025
Q2 		$1.92M Sell
10,455
-1,242
-11% -$214K 0.38% 54
2025
Q1 		$2.03M Sell
11,697
-16,581
-59% -$2.95M 0.44% 49
2024
Q4 		$4.96M Buy
28,278
+882
+3% +$159K 1.2% 16
2024
Q3 		$4.91M Buy
27,396
+9,685
+55% +$1.65M 1.17% 16
2024
Q2 		$2.91M Buy
17,711
+1,786
+11% +$294K 0.81% 23
2024
Q1 		$2.7M Buy
+15,925
New +$2.56M 0.78% 27

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RSP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, selling an estimated $173K and leaving 5,607 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #106.

Marshall Financial Group (Maryland) first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.96M in Q4 2024. 616 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,607 shares of Invesco S&P 500 Equal Weight ETF worth $1.19M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 845 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $173K.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #106 holding.
  • Marshall Financial Group (Maryland) first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
  • Marshall Financial Group (Maryland)'s Invesco S&P 500 Equal Weight ETF position peaked at $4.96M in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.